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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,753 | $85,766-5.8% | $136,298-40.8% | $70,126+15.2% |
| Participation rate | 65.6% | 74.2%-8.5pp | 81.9%-16.3pp | 69.5%-3.9pp |
| Annual return | 17.20% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-55.9pp |
| Employer contribution / active EE | $1,002 | $2,966-66.2% | $4,696-78.7% | $2,343-57.2% |
| Participant deferral / active EE | $3,246 | $5,051-35.7% | $6,247-48.0% | $3,332-2.6% |
| Admin fee / account holder | $808 | $5,421-85.1% | $9,244-91.3% | $4,645-82.6% |